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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,992 | $110,379+22.3% | $102,412+31.8% | $145,884-7.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 23.63% | 24.84%-1.2pp | 24.94%-1.3pp | 551.85%-528.2pp |
| Employer contribution / active EE | $2,678 | $4,216-36.5% | $3,870-30.8% | $4,662-42.6% |
| Participant deferral / active EE | $4,090 | $5,622-27.2% | $5,060-19.2% | $6,690-38.9% |
| Admin fee / account holder | $1,111 | $9,745-88.6% | $8,388-86.8% | $13,392-91.7% |